# DynaTax AI — Bookkeeping, invoices & taxes > AI-powered bookkeeping, invoicing, and tax preparation for small businesses and self-employed individuals. (iPhone/iPad app by DynaTax AI Inc.) - Source: https://appshunter.io/ios/app/dynatax-ai/id6794984306 (this page in markdown: same URL + `.md`) - Developer: [DynaTax AI Inc](https://appshunter.io/developer/6794984308) - Category: Finance, Business - Price: Free - Rating: 5.00/5 from 2 App Store ratings · 1 written reviews indexed - Age rating: 4+ - Requires: iOS 16.4 · 97 MB - Languages: American English - Released: 2026-10-20 - Data updated: 2026-10-31 - Monetization: free - User reviews in markdown: https://appshunter.io/ios/app/dynatax-ai/id6794984306/reviews.md ## What is DynaTax AI? DynaTax AI keeps the books for small businesses and the self-employed, and puts a real tax professional in the same app. CONNECT YOUR BANK Link an account and transactions arrive on their own. Dyna, the built-in assistant, suggests a category for each one — you approve it or change it. Open any bank account to see only what passed through it. SNAP A RECEIPT Photograph a receipt and it is read, filed, and matched to the transaction it belongs to. Check the ones it was unsure about; leave the rest alone. GET PAID Send an invoice in a minute, take a card payment from your own customers, or write a sales receipt. See what has been paid and what is still out. TRACK WHAT YOU SPEND Record bills, keep every vendor in one place, and log mileage trip by trip at the current IRS rate. SEE WHERE YOU STAND Profit and loss, balance sheet, and a transaction ledger you can open at any line to see what it is made of. WORK WITH YOUR ACCOUNTANT Message your tax professional, share documents, start a video call, and sign what needs signing — without leaving the app. FOR OWNER-OPERATORS Per diem, IFTA by quarter, and HVUT, for drivers who have to file them. BUILT FOR IPAD On an iPad the app lays out for the window it is given: the list on one side, what you opened on the other, in any orientation and in Split View. SIGN IN THE WAY YOU PREFER Sign in with Apple, with Google, or with an email address and a password. Two-factor by SMS, trusted devices, and Face ID where your device offers it. PLANS Starter, Growth, Pro and Pro Plus are billed monthly through your Apple Account. Your plan, what it includes and what you have used this month are in More > Billing & plan, where you can change or restore it. A subscription renews automatically each month at the same price unless cancelled at least 24 hours before the period ends; manage or cancel it in your Apple Account settings. Terms of Service: https://dynatax.ai/legal/terms Privacy Policy: https://dynatax.ai/legal/privacy Delete your account: https://dynatax.ai/legal/delete-account ## Key features - Automatic bank transaction import and categorization - Receipt scanning and matching - Invoice and payment management - Expense and mileage tracking - Financial reporting (P&L, balance sheet) - Direct communication with tax professionals - Specialized features for owner-operators ## Is DynaTax AI safe? Not enough ratings yet to assess DynaTax AI. ## Is DynaTax AI legit? DynaTax AI has limited verification signals. The AppsHunter Legitimacy Score for DynaTax AI is 58 out of 100 points across 7 verification signals from App Store and developer data. ## Recent user reviews (1 of 1) All indexed reviews: https://appshunter.io/ios/app/dynatax-ai/id6794984306/reviews.md ### 5/5 — Great all in one app for small businesses *2026-10-21* DynaTax AI makes managing my business so much easier. I love having accounting, invoicing, expenses, and other business tools all in one place instead of switching between different apps. The interface is clean, easy to navigate, and doesn’t feel overwhelming like some other accounting software. It’s a great alternative to QuickBooks, especially for small business owners looking for something simpler and more affordable. Definitely worth checking out! ## Frequently asked questions about DynaTax AI ### How does DynaTax AI help with bookkeeping? DynaTax AI connects to your bank to automatically import transactions. An AI assistant suggests categories, which you can approve or change, simplifying the bookkeeping process. ### Can DynaTax AI handle my receipts? Yes, you can photograph receipts directly within DynaTax AI. The app reads, files, and matches them to the corresponding transactions, streamlining expense tracking. ### How does DynaTax AI help me get paid? You can create and send invoices in under a minute using DynaTax AI. It also allows you to accept card payments and track which invoices have been paid and which are outstanding. ### Does DynaTax AI offer financial reports? Yes, DynaTax AI provides key financial reports including profit and loss statements, balance sheets, and a detailed transaction ledger. ### Can I work with my accountant through DynaTax AI? Absolutely. DynaTax AI allows you to message your tax professional, share documents, initiate video calls, and sign necessary documents directly within the app. ### What specific features does DynaTax AI offer for drivers? For owner-operators, DynaTax AI includes features for per diem calculations, IFTA filing by quarter, and HVUT filings, catering to specific trucking industry requirements. ### What devices does DynaTax AI support? Currently, DynaTax AI is supported on iPhone devices. ### What is the age rating for DynaTax AI? DynaTax AI has an age rating of 17+, indicating it is intended for mature users. ## Version history (last 2 releases) ### 1.0.1 — 2026-10-23 Sign in with Apple. Alongside Google and your email address, you can now sign in with your Apple Account — and link one to an account you already have. Built for iPad. The app lays out for the window it is given: a list on one side, what you opened on the other, in any orientation and in Split View. Plans in the app. Choose or change your plan, see what you have used this month, and restore a purchase, all from More > Billing & plan. Your transactions, by account. Open one bank account to see only what passed through it, search and filter the list, and add a transaction by hand with Dyna's suggested category already filled in. Plus steadier receipts and documents, clearer errors when something goes wrong, and a long list of smaller fixes. ### 1.0.0 — 2026-10-20 No release notes. ## Apps similar to DynaTax AI | App | Rating | Price | Category | | --- | --- | --- | --- | | [West Texas State Bank](https://appshunter.io/ios/app/west-texas-state-bank/id962910875) | 4.3 (7) | Free | Finance | | [BookBI: AI Accounting App](https://appshunter.io/ios/app/bookbi-ai-accounting-app/id6748306131) | 4.0 (4) | Free | Finance | | [Wallet 3](https://appshunter.io/ios/app/wallet-3/id1597395741) | 4.0 (8) | Free | Finance | | [Access CCU Mobile](https://appshunter.io/ios/app/access-ccu-mobile/id906417279) | 4.7 (611) | Free | Finance | | [FBSW Mobile](https://appshunter.io/ios/app/fbsw-mobile/id873802881) | 4.8 (2,834) | Free | Finance | | [AVA Receipt Scanner, Organizer](https://appshunter.io/ios/app/ava-receipt-scanner-organizer/id6751443432) | 4.7 (141) | Free | Finance | ## More apps by DynaTax AI Inc - [DynaWork](https://appshunter.io/ios/app/dynawork/id6822258431) All apps by DynaTax AI Inc: https://appshunter.io/developer/6794984308 --- *Data collected daily from the US App Store and indexed by [AppsHunter](https://appshunter.io/). User reviews are verbatim App Store reviews. Ratings, prices and chart positions refresh continuously; this snapshot is from 2026-10-31.*